+347.3%
AHR vs IONS
+13.3%
+334.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -3.0% | -4.3% | +1.2% | -2.8% |
| 30D | +2.6% | +0.4% | +2.2% | +2.6% |
| 3M | +16.0% | -24.1% | +40.1% | +17.5% |
| 6M | +3.1% | -26.4% | +29.5% | +4.5% |
| YTD | +16.0% | -29.7% | +45.7% | +17.8% |
| 1Y | +28.0% | -13.0% | +41.0% | +28.8% |
| All | +347.3% | +13.3% | +334.0% | +327.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling